s4s - sitecore for salesforce connector

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S4SSitecore to Salesforce Connector

Web marketing at it’s best!

Terry Humphris

CEO, FuseIT

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contact@fuseit.comIntroduction

• Slideshow Overview

• Targets managers and marketers

• Reasons why you should connect Salesforce to Sitecore

• Only a couple of pages of technical detail

• Focuses on the S4S connector from FuseIT

• Includes pricing and contact information

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There are huge benefits in coupling Salesforce to Sitecore.

S4S moves data instantly in both directions

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• Invite prospects to your website from Salesforce

• Control website experience from Salesforce

• Prospects login with credentials from Salesforce

• Prospects land on a page set in Salesforce

• Prospects see content determined from Salesforce

• Track visitor behaviour from within Salesforce

• Marketers don’t need to learn Sitecore or new technologies

Why integrate Salesforce and Sitecore?

Remove complexity and supercharge your marketing team

with granular control over your company website

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contact@fuseit.comWhat else?

• Publish Salesforce information to the web

• Selectively expose data and documents from Salesforce

• Create a single data source to improve data quality. Your information is more up-to-date and has less redundancy

• Web-to-Anything from Sitecore to Salesforce

• Create/update Salesforce Leads, Contacts, Opportunities etc

• Maintain custom objects in Salesforce from Sitecore

• Map Web Forms for Marketers fields to Salesforce objects

• Extend campaign management in Salesforce

• Use Sitecore ECM to vastly improve email processing

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Instant bi-directional connectivity between Salesforce and

Sitecore makes anything possible

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contact@fuseit.comWhy S4S?

• Reduces time to market

• Sitecore developers need not learn Salesforce technologies

• Typically requires a couple of days to install and configure

• Reduces project risk

• API connection challenges have already solved

• Enhanced and upgraded tracking new Sitecore versions

• FuseIT can guide and assist with .NET implementation

• FuseIT Salesforce expertise ensures project success

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Proven solution from a proven supplier. S4S is actively

supported and working in production sites around the world

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What is S4S?

S4S uses the Salesforce Partner API to make objects in both

systems available to each other

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contact@fuseit.comS4S Technical Overview

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• Establish and control session state

• Provide data type mapping so Sitecore developers need not know the detail around Salesforce data types

• Provides caching

• Schema (metadata): Cache Salesforce object fields and data types to reduce API calls and improve performance

• Entity: Optionally retrieve object data from Salesforce and add to a local cache with a settable expiry time

• Compress API calls to improve performance

• Control the page size of query results from Salesforce

S4S provides an open architecture while resolving the

numerous Salesforce API connection gotchas

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• This example populates a dropdown list with Salesforce Contacts

• To access Salesforce custom objects, use their object name or

create strongly typed .NET classes using the T4 generator

Developing with S4S

Develop fast and easy helped by great code examples, the

S4S Starter Kit and responsive help from the FuseIT team

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contact@fuseit.comSecurity Connector - 1

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• Facilitates a single data source

• Enables Single Sign On (SSO) from Salesforce

• Salesforce Contacts map to Sitecore Users

• Single role option

• Salesforce Accounts map to Sitecore Roles

• Account checkbox make the Account a Sitecore Role

• Multi-role option

• Salesforce Contacts can be mapped to multiple Sitecore roles

The Security Connector is an optional install that lets users

login into the website using credentials stored in Salesforce

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Security Connector - 2

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• Each Salesforce Contact has a Sitecore section

• Out of the box, the marked membership fields are created

• Additional fields can be added. For example

• Profile: Set Sitecore profile to personalize website browsing

• Landing Page: After login, user is directed to this web page

S4S includes the optional Security Connector, Sitecore ECM

support and other modules to help your developers

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Security Connector - 3

Customer website experiences can be driven from Salesforce.

Authentication and profile data is in the Salesforce Contact

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contact@fuseit.comS4S Fees

• Salesforce Unlimited, Enterprise and Professional

• License variations between US$10,000 and US$50,000

• Base configuration is for a single Sitecore server with Sitecore

ECM support

• Professional Edition requires Partner API access enabled

• Please call for non-profit pricing

• Annual Maintenance Fee

• 20% per annum (follows Sitecore model)

• Includes updates and technical support by email

• Optional Support

• Comprehensive support options available

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FuseIT help you span the technology gap and mitigate risk

with up to 4 hours of technical assistance

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PrintSf: CaliforniaStratasys: MinnesotaJumpStart: Ohio ICF International: VirginiaWorld Bank: Washington DCSmartTech: CanadaHult International School of Business: United KingdomAstraTech: SwedenQlikView: SwedenMiller Group: ScotlandAnd more …

Organizations using S4S

S4S has been successfully deployed by major

companies around the world including:

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• S4S Salesforce Data Recovery Solution: Creates a SQL

Server database using a Salesforce data export then exposes

the data to authenticated Sitecore users. Because the data is

in SQL Server it can be federated to other systems via web

services

• S2T Direct: Native Salesforce application that pushes

attachments and chatter documents to HP TRIM

• T4S: Salesforce centric application that makes it easy to

transfer documents between Salesforce and HP TRIM. Also

ideal for instantiating Salesforce data to a local server

Other Products from FuseIT

FuseIT are expert with Salesforce, Sitecore and HP TRIM.

The following products are also available:

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• On the Internet

• www.fuseit.com/Solutions/S4S.aspx

• www.youtube.com/watch?v=eScw5F1yxXs

• www.fishofprey.com

• S4S download and PDF material

• http://downloads.fuseit.com/S4S/

• Includes Starter Kit, code examples and documentation

• Technical contacts

• terry.humphris@fuseit.com

• daniel.ballinger@fuseit.com

S4S Information

A wealth of resources help you maximize your business value

from Sitecore and Salesforce